3EPA
             United State*
             Environmental Protection
             Agency
          Off ice of
          Solid Waste and
          Emergency Respon**
DIRECTIVE NUMBER:  9840.2

TITLE:  FINAL FY 86 SCAP DESTRUCTIONS
                         JUNE 27, 1985

                         JUNE 27, 1985

                           CWPE
APPROVAL DATE:

EFFECTIVE DATE:

ORIGINATING OFFICE:

0 FINAL

D DRAFT

 STATUS:



REFERENCE (other documents):
  OS WER      OS WER     OS WER
VE   DIRECTIVE   DIRECTIVE   Dl

-------
United States Environmental Protection Agency
41% .» _ - Washington. DC 20460
Ot PA OSWER Directive Initiation Reauest
Originator Information
Name of Contact Person
Michael Kilpatrick
Lead Office Q ^
U OERR 0 OWPE
D OSW Q AA.QSWER
Mail Code
WH-527
Interim Directive Numtx
9840.2

Telephone- Number
382-4819
Approved for Review
Signature of Office Directof ( J ,/
sjK. (L {Jt^
Date
• f-ti-fi
Title
       Final FY  86 SCAP Instructions   (W/O attachments)
Summary of Directive
      This document further addresses planning of enforcement  and fund-
      financed activities in  FY 86.   Priorities, operating procedures
      and targets  are addressed.

   Key  words:  SCAP, planning,  targets, enforcement
                activities, case budget, priorities
Type of Directive (Manual. Policy Directive. Announcement, etc./
       Guidance
                                                                       Status
                                                                          D Draft
                                                                          03 Final
                                                        LXJ New
                                                        LJ Revision
                                                     No   Does It Supplement Previous Directives)?   |  |  Yes
Does this Directive Supersede Previous Directives)?   |  | Yes
f "Yes" to Either Question. What Directive (number, title)
Review Plan
   D AA-OSWER
   D OERR
   D OSW
                  D OUST
                  O OWPE
                  Q Regions
D OECM
D OGC
D OPPE
Other (Specify)
This Request Meets OSWER Directives System Format
Signature of Lead Office Dicctive's O
                                                                                     Date
Signature of OSWER Directives Officer
                                                                                     Date

-------
            UNITED STATES ENVIRONMENTAL PROTECTION AGENCY

                        V ASHINGTON. D.C. 20460
                                                       f 9840.2
                            JUN 2 7 :385
                                                        OFFICE OF
                                               SOLID WASTE AND EMERGENCY RESPONSE
MEMORANDUM

SUBJECT:  Final FY 86 SCAP Instructions
FROM:
TO:
William N. Hedeman, Jr.,
Office of Emergency and Remedial ReVp

Gene A. Lucero, Director \Qj(MJU  '*'
Office of Waste Programs Enforcement

Addressees
     On May 9, 1985, we sent to you our passback on the preliminary
FY 86 Superfund Comprehensive Accomplishment Plan (SCAP).  Over
the next several weeks we need to reexamine the projects and
activities that were proposed and determine what adjustments
should be made.  This exercise will result in the final FY 86
SCAP which, among other things, establishes many of the Regional
Superfund SPMS targets.

     The first step in this process will be the final revision of
the FY 85 SCAP.  Between now and early July we will be visiting
or working with sach of you to discuss what will be accomplished
during the fourth quarter.  You will then have time to reconsider
and make appropriate changes to the FY 86 SCAP.  Division Directors
should submit a draft of this plan to Terry Ouverson (WH-548-D)
no later than July 24.  We will review your submission and talk
with you about any alterations we think should be made.  On
August 15 we wi 1 pass back a revised SCAP and will submit the
preliminary FY 86 SPMS targets to the
Systems Evaluation.  Your final SCAP,
Administrator, is due on September 4,
allow us time to adjust
sistencies.  A schedule
                            Office of Management and
                            signed by your Regional
                            1985.   This will  still
              the SPMS targets if  there are any incon-
              outlining the SCAP and SPMS processes for
the remainder of .the year is attached (Attachment I).

-------
                                                OSWER  f  9840.2

                               -2-
Removal Instructions

     In addition to confirming the FY 86  annual  SCAP  projections
for removal activity, please submit the number of  anticipated
first quarter removal starts and completions  broken down  into
NPL and non-NPL categories.  In early September, we will  request
a list of names of the sites projected to be  started  or  completed
in the first quarter and a projection of  the  number of  removal
actions projected for the second, third and  fourth quarters.

     Reporting requirements and formats are  unchanged from  those
outlined in the FY 85 SCAP.

Remedial Instructions

     Nationally, we plan to meet the number  of Fund-financed
activities targeted in the Agency's FY 86 budget request:   130
RI/FS, 89 RDs and 56 RAs.  The preliminary-SCAP was  approved
with more dollars than are available under the assumption that
the final SCAP will reflect the results of FY 85,  revised cost
estimates or funding schedules and other  reordering  of priorities.,
In the preliminary SCAP we asked you to take certain  steps  to
reduce the dollar budget of the plan while maintaining the  current
number of targeted projects.  These steps are reiterated below
and should be followed in preparing the final plan.

  0  Obtain better estimates on large projects (over  $10M).
     Screen individual project budgets to ensure accuracy of  cost
     estimates.

  0  Phase-fund more FY 86 new start and subsequent  SCAP projects
     to maintain the same number of new start RAs.  Identify
     smaller operable units for RA projects  on the FY 86 SCAP.
     Request only those funds needed for the next  operable unit
     occuring in FY 86.

  0  Scrutinize same year RD/RA to ensure confidence in timeliness
     and likelihood of obligation.  If RA projects have a low
     likelihood for obligation during the fiscal year, request
     funding for the project in FY 87.

  0  Examine the status of enforcement-lead projects which are
     also scheduled for RD/RA funding on the FY 86 SCAP.  Will
     these projects need funding during the fiscal year?  If  so,
     should the lead-status be changed, or should funding for the
     project be moved "Below the Line" to make way for remedial
     projects more  certain of FY 86 funding.  Funding should not
     be  requested for RD/RA at enforcement-lead sites unless
     changed circumstances dictate changing the site classificatii

-------
                                                OSWER  f 9840.2
                             .  -3-


     The submission of the final  FY 86 SCAP should use the
Preliminary FY86 SCAP as a baseline.  Remaining FY 1985 fiscal
year activity must be carefully assessed to assure it  will be
obligated in the current fiscal year, and if not, whether the
activity should appear on the FY86 SCAP.  Since the number of
target projects on the Final FY86 SCAP cannot exceed those in
the approved Preliminary FY86 SCAP, sites with new activity
starts moved from FY85 must be accounted for within the FY86
targets.  In addition, except for incremental funding  required
to continue on-going activities,  sites which appear on the final
fourth quarter FY85 SCAP may not  be scheduled for the  same activity
on the FY86 SCAP"

The fourth quarter FY85 SCAP will be sent to you by July  12,
1985.  A copy of the remedial portion of the Preliminary  FY86
SCAP is being transmitted to the  Waste Management Division
Directors via electronic mail.  This may then be copied on a
diskette in your Region which should reduce the amount of effort
required to update the SCAP.

    The Final FY86 SCAP should be submitted as "Approved"
(target) and "Substitution" projects using the same format
depicted in the Preliminary SCAP. "Approved" projects  represent
the highest priority projects which have the greatest  likelihood
of requiring funding during the fiscal year. The number of
approved projects will be used to determine SPMS commitments.
"Substitution" projects are a pool of projects which are  moving
toward the point of obligation and which may be substituted to
replace approved projects which are assumed by responsible parties,
experience schedule slippage, or  are deferred because  of  revised
project priorities.

     Please ensure that remedial  completion targets are reviewed
and all activities which will come to a conclusion in  FY  1986 and
beyond are identified on the plan.  Completion progress will be
evaluated during the quarterly SCAP reviews.  Completion  targets
for RI/FS, RD and RA will include Fund-financed (program  and
enforcement lead) and PRP activities.  The July 24 submittal
should include Regional proposals for these targets.

     The completion data will be  taken from CERCLIS or (CMS for
PRP activity); only those sites recorded will be credited.  Accurate
completion projections will have  an impact on Region's resources
in FY 87 and subsequent years.  Instructions for revising remedial
completion projections and projected outyear activities are
contained in Attachment II.
                        •


PA/SI Instructions

     FY86 PA/SI targets have been reduced.  The original
national Preliminary Assessment target was 5,500.  This target
has been reduced by 27 percent to arrive at the new target of 4,000.

-------
                                                OSWER  #  9840.2
                               .4-


The original national Site Inspection target  was 1,488.   This
target has been reduced by 22 percent to arrive at  the new  target
of 1,160.  Consequently, Regions should reduce their  individual
PA and SI targets by the percentages shown  above.   Funding  required
to conduct the program at these levels should be reflected  in   the
FY86 SCAP submission.

     An objective in FY86 is to eliminate any overlap  between
the FIT and the State Cooperative Agreement Program.   The workload
distribution between the two programs should  be reviewed and
coordinated to ensure the most effective use  of resources
devoted to the program.  In addition, existing FY85 State
Cooperative Agreements should be carefully  reviewed to determine
what level of FY85 funding will remain for  use in  FY86.   Upon
completing these steps, appropriate FY86 needs can  be  determined.
Please ensure that PA/SI funding requested  for FY86 is only
the funding required to conduct the program during  FY86. Regions
which have already negotiated FY86 funding  levels  with their
States may submit requests for funds to cover the  negotiated
levels, but must clearly describe the amount  and anticipated use
of the funds above that needed to support the reduced  FY86  PA/SI
target level „


Sample Analysis Instructions

     Instructions for updating your projections of demand for
sample analysis were sent to Waste Management Division Directors
in a May 15, 1985, memorandum from William N. Hedeman, Jr.,
(Attachment III ).  Responses to that memorandum may be held in
abeyance until your work on the draft SCAP, due July 24, is
completed.  Final sample analysis needs estimates  should accompany
your draft SCAP submission on July 24.


Enforcement Instructions

     To further streamline enforcement reporting,  targets for
negotiations (all types) will be deleted.  Projections for the  .
sites that wilj[ enter negotiations will not be required.
However, quarterly reporting of negotiation initiations and .
completions will continue as part of the SCAP review process.

     Each Region should revise the February Case Budget submittal
to reflect all anticipated extramural needs.  As indicated in
previous correspondence, the FY86 case budgets will be managed by
the Regions with limited Headquarters involvement.  Therefore, it
is Important that accurate budgets be developed so accurate
distribution of extramural funds can be made.  Case budget
submittals should include needs for  all OWPE  contracts,  lAGs and
buy-ins to any of the REM contracts.  This should  include amend-
ments to on-going work  assignments which will  be made after

-------
                                _                -JiWER f 9840.2
                               - 3-


October 1, 1985.  We are retaining last year's format which
includes specifying activity and contract mechanisms for each
site (Attachment IV)".  However, this year please list by name
the responsible party searches you plan to do.

     Funding to States for oversight of PRP work will also be
Included in the case budget.  As discussed in Gene Lucero's memo
of January 23, 1985, we will be funding State oversight of PRP
work at a limited number of State enforcement-lead sites.  In
addition, some funds will be available for management assistance
to States at sites where PRPs are conducting work under an agree-
ment with EPA.  Further guidance on the requirements and mechanisms
for providing such funding will be available later in the summer.
For this iteration of the case budget, please include all sites
at which your would like to fund such activities.  Final decisions
on number of sites and level of funding will be made at a later
time.  For oversight, the cost estimate should be similar to the
cost if EPA were to have a contractor do the oversight.  For
management assistance, similar factors should be used as for
management assistance for Fund projects.

     To assist you in making cost estimates, we have provided a
chart of average costs for various enforcement activities
(Attachment V).  An area you should be particularly concerned
about this year is oversight of responsible party actions.
Although cost data is sketchy, please be sure to make your best
estimates of oversight needs, as oversight will no longer be
covered by the remedial portion of the SCAP and it could constitute
a large percentage of your overall extramural needs.

     Once the revisons are received, OVIPE will develop Regional
budgets based on these submissions and the over-all enforcement
budget.  It will then be the Regions's discretion to distribute
funds among active cases as needed.  OWPE will provide monthly
accounting ledgers which track all contract obligations (Attachment
VI).  Besides distribution of ledgers, OWPE involvement will be
very limited.  OWPE will participate only in resolving conflicts
with the Department of Justice, distributing a contingency fund
and conducting a mid-year review where actual contract obligations
will be reviewed and compared to the case budget allocation.
Funds may be redistributed among Regions based on this review.

Attachments

-------
                                                OSWER  f  9840.2
                               -6-
Addressees:

Directors, Waste Management Division,
   Regions I, IV, V, VII, VIII
Director, Office of Emergency and Remedial
   Response, Region II
Directors, Air and Waste Management Division,
   Regions II and VI
Di rector,
   Region
Di rector,
   Region
D1rector,
Di rectors,
   Regions
Hazardous Waste Management Division,
III
Toxics and Waste Management Division,
IX
Hazardous Waste Division, Region X
 Environmental Services Division,
 I - X
cc:  Superfund Branch Chiefs, Regions I - X
     RCRA/CERCLA Branch Chiefs, Regions I - X
     Regional Counsels, Regions I - X (w/o attachments)
     Director, Resource Management Staff, OSWER (w/o attachments)

-------
                           OSWER  #  9840.2
        ATTACHMENT  I
REVISED.FY 86 SCAP SCHEDULE

-------
                                               OSVJER # 9840 .2
                   REVISED FY 86 SCAP SCHEDULE
Final FY 86 SCAP Instructions               June  26,  1985
furnished to Regions

HQ finalizes SPMS measures and              June  30,  1985
definitions with Regions

Fourth Quarter FY 85 SCAP                   July  12,  1985
furnished to Regions

First draft of FY 86 SCAP                   July  24,  1985
submitted to HQ by Regions

Passback to Regions on revised              August 15,  1985
FY 86 SCAP

OSWER submits draft SPMS targets            August 15,  1985
to OMSE

RA's submit final SCAP to AA.SWER           September 4,  1985

AA.SWER signs final SCAP and                September 20,  1985
furnishes to Regions

-------
                            'OSWER  #  9840.3;
        ATTACHMENT II
REMEDIAL COMPLETION ESTIMATES

-------
                     . .  , r   .  „.     T        .   OSWER #  9840.2
                Remedial Completions Instructions


     The attached report shows  actual and projected RI/FS,  RD  and
RA starts and completions.  FY  1985 and 1986 obligation  amounts
are shown for reference only.  Regions  need not revise the
obligations shown on this report.   This data will  be updated by
Headquarters following completion  of the final  SCAP.

     Please review the projected start  and completion data  and
make any changes by entering revised dates in the  space  provided
to the right of the existing dates.  For planning  purposes, as a
general rule RD's should be scheduled to begin  in  the quarter
following completion of an RI/FS1  and RA's in the  quarter following
completion of an RD.  Also, for sites having two or more entries
for the same activity,  enter a  brief decription of each  entry.
(See attached sample)

     Add new activities for existing sites by entering the
activity, lead, projected start and completion  dates and, if
appropriate, activity descriptors  at the botton of each  site.
New sites should be added at the end of each Region's listing.

     Our goal 1s to have RI/FS, RD and  RA data  for each  site at
which an RI/FS is scheduled to  begin through FY 1986. Legible
pen and Ink changes are acceptable for  all revisions/additions.

     RI/FS, RD and RA starts are defined as the year and quarter
of the first obligation for that activity as shown in the SCAP or
as projected for FY 1987 and beyond.  The definition of  RI/FS
completions is being changed from  what  was contained in  the
preliminary SCAP to bring it into  line  with the Superfund Progress
Report and SPMS measures.  The  revised  definition  uses ROD  signature
date instead of the date the draft Rod  is completed as the  RI/FS
completion date.  Other completion definitions  are unchanged
from what was shown in the instructions for the preliminary FY
1986 SCAP.  Current definitions are as  follows:

     RI/FS - the quarter in which  the ROD has been or will  be
             signed by the AA.SWER or the Regional Administator
             if delegated.


     RD    - For Federal-lead,  contract for implementation  is
             advertised for bids.   For  State-lead, design  and
             specifications approved by EPA.

     RA    - The operable unit  1s  being monitored  or operated  to
             ascertain the performance  of the operable unit.   If
             the operable unit  is  the last operable unit,  the
             entire remedial action 1s  1n performance monitoring
             prior to instituting  deletion procedures.  (In
             essence, the date  of  final acceptance and beneficial
             occupancy.)

Included with your mark-up, please provide us with the name and
phone number of the point of contact in your Region for this
Information.  If you have any questions, please feel free to
~n Tarry Ouverson at (FTS) 475-9367.

-------
 /17/1985
                                                                                                                      PACE
                                       OPPICE  OP  EMERGENCY  AND.
                                           SUPERPUND MULTI-YE/!
                                                       RECU
                                                    AS OP
• ••*••***•****••****•***••*•*••**•*«•**************•*•*•*••• •!
                                                                 EMEDIAL  RESPONSE
                                                                 PLANNING REPORT
                                                                 2
•  ST SITE NAME
I  NJ LIPARI LANDPILL
                                   PT  1985         PT
                         ACTIV     PLANNED     PY85 PLANN
                          ITT  LO  OBLIGATION  ST>T1>»LJCA
                                      LANDPI
                                     633.000 A
                                           0
                                                                          r**************••*•**•••••«•*•*•*•*«*•*************«
                                                                           REVIS PLAN  REVIS
                                                                           TR/QR TR/QR YR/QR DURA
                                                                        1C OBLIC COMP  CONP  TION
OS NY LOVE CANAL
             102ND/TRBET
             ADMIN/ BLDG.
             AIR
             CONTAINMENT
             CONTAINMENT
             CONTAINMENT,
             CONT\£NM
             CREEKS
             CREEKS
             HABITAT
             HABITAT
             PEER
             PERIMETER
             PERIMETER
             S 4 C
             SEWERS
             SEWERS.
                                                                               82/4
                                                                               83/4
                                                                               83/4
                                                      S.    0      84/3
                                                       X   0      85/4
                                                      SOO>fiOO APR  86/2
                                                       L000
-------
                              OSWER # 9840.2
           ATTACHMENT IV
FY 1985 ENFORCEMENT PROGRAM SUPPORT

-------
                                                   OSWFR #  9840.2
                          SAMPLE REPORTING  FORMAT

                    FY 85 ENFORCEMENT PROGRAM SUPPORT

 REGION 	

 I. Site Classification/Responsible Party Searches
                                                _JL	II	III	IV

                    Quarterly RPS Targets  -     12    17      5       8

                              Total S (K)        12    17      5       8

              Total Regional Budget Target -   $12,000 x 42 = $50,400

            First Two Quarter's Obligation - $34,800

II.  Case Development- *


Site/State

XXX Recycling, RE
Slime Pits, SL


Waste Harbor, PS
AA Preservers, TA

Dregs Dump, OL
Contract
Mechanism
TES
TES
TES
TES
uses
TES
COE
uses
OTHER
TES
ment Target
Expected Obligation
Activity
TECH RD
REC COMP
EXPERT
EXPERT
S ENV
FS
CM
EXPERT
EXPERT
EA
s -
I II
9
11
25
20
45
75




56 129
III



60


10
20


90
( SK :
.IV








20

20
     Total Regional Budget Target - $  295,000

     First 2 Quarters Obligation  - $  185,000



 * give estimates for all active cases, not just new cases on the SCAP

-------
                            OSWER # 9840.2
         ATTACHMENT V
ENFORCEMENT TASK COSTS SUMMARY

-------
                                                 OSWER # 9840.2
                             FY  85
                      Enforcement Task Costs
                            Summary


     Activity                   Cost($)

Responsible Party Search         11,898

Title Search                      4,750

Financial Assessment             15,522


Records Compilation              11,888

Endangerment Assessment          39,754

Remedial Investigation          149,800

RI/FS Workplan         -          29,790

Hydrogeologic Studies           171,450

Feasibility Studies             111,635

Focused-Feasibility Studies      25,790

Sample - Collection & Analysis    6,768

Technical Review of Documents    11,198

Expert Witnesses/Consultants     23,360
                  Comments
              50% include TS & FA
              only non-routine done
              separately from the RPS
              non-NPL sites
              per expert;includes fact
              witnesses
Oversight
20-150,000

-------
                             OSWER # 9840.2
          ATTACHMENT  VI
ENFORCEMENT CONTRACT STATUS SHEET

-------
                                                    OSWER ft 9840.2
                                EXAMPLE
                         CONTRACT STATUS SHEET
     REGION 2
  I. Case Budget Sites
       SITE
     XYZ
              ACTIVITY
                                                  EFFECTIVE DATE
CONTRACT   BUDGET   ACTUAL   DIFFEREN
            TECH REVIEW DOC     TES I      15 K    20 K     - 5 K
PITS LDFLL  RESP PARTY SEARCH   TES II     10 K     8 K     + 2 K
     SUB-TOTAL
                                           25 K
                    28 K
                                                                 - 3 K
 II. Non-Case Budget Sites

        SITE
     AAA RECYCLERS
     SLIME LDFLL

     SUB-TOTAL     '•
     TOTAL
ACTIVITY CONTRACT
OVERSIGHT COE
EXPERT TES II


BUDGET
0
0
0
25
K
K
K
K
ACTUAL
50
20
70
98
K
K
K
K
DIFFERE
- 50
- 20
- 70
- 73
K
K
K
K
III. Remaining Budget Amount
     Case Budget - Actual Obligations as of date  =

-------